Wedmont Private Capital’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Wedmont Private Capital’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$433K	Hold	11,094	–	–	0.01%	640
2026 Q2	$437K	Buy	11,094 +19	+0.2%	+$735	0.01%	598
2026 Q1	$398K	Hold	11,075	–	–	0.01%	575
2025 Q4	$374K	Hold	11,075	–	–	0.01%	578
2025 Q3	$354K	Hold	11,075	–	–	0.01%	568
2025 Q2	$321K	Hold	11,075	–	–	0.01%	549
2025 Q1	$275K	Hold	11,075	–	–	0.01%	545
2024 Q4	$275K	Hold	11,075	–	–	0.01%	561
2024 Q3	$312K	Hold	11,075	–	–	0.02%	500
2024 Q2	$298K	Hold	11,075	–	–	0.02%	497
2024 Q1	$279K	Hold	11,075	–	–	0.02%	469
2023 Q4	$263K	Hold	11,075	–	–	0.02%	460
2023 Q3	$247K	Hold	11,075	–	–	0.03%	425
2023 Q2	$269K	Buy	+11,075	New	+$256K	0.03%	407

Other funds holding DFAE

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Wedmont Private Capital's DFAE Position: Q3 2026 in Review

Wedmont Private Capital held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q3 2026 at 11,094 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #640.

Wedmont Private Capital first reported a position in DFAE in Q2 2023 and has held it in 14 quarters since. The position peaked at $437K in Q2 2026. 72 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Wedmont Private Capital held 11,094 shares of Dimensional Emerging Core Equity Market ETF worth $433K as of Q3 2026.
Wedmont Private Capital left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q3 2026.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #640 holding.
Wedmont Private Capital first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 14 quarters since.
Wedmont Private Capital's Dimensional Emerging Core Equity Market ETF position peaked at $437K in Q2 2026.
72 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.